Welcome, and thank you for scanning to learn more about Botsplash! We’re excited to connect with you here at the Lending Tree Summit 2024. Explore the information below to discover how the Botsplash platform can transform your customer engagement strategy—boosting efficiency, improving conversions, and personalizing every interaction. Dive in to see real results and client success stories, popular features, and how Botsplash can elevate your business.

Metric Highlights

  • 60% of the customers that interact with bot-powered flows complete the journey before being assigned to an agent.
  • Customers that engage with bot flows take an average of 20 minutes to 1.5 days to complete the journey, this eliminates the need for an agent to stay on top of the customer to complete the flow or collect information.
  • 15% to 20% of customers choose to engage or use multiple channels to interact.
  • About 6% to 10% of customers call in after receiving SMS, these calls are forwarded to assigned agents. 
  • Of the BookMe appointments scheduled, 11% - 15% are self-scheduled by the customer.

Appointments Scheduled

With BookMe, our appointment scheduling tool, customers can easily schedule time to connect with agents and discuss products and services. The charts below show the distribution of customer-initiated appointments by day of the week and time of day.

Multi-Channel Engagement

The distribution in these charts show that social channels are more popular on weekends, while other channels are preferred on weekdays.

SMS Interactions

The outline below shows SMS channel usage by day, highlighting that most BookMe appointments are driven through SMS link shares. The distribution illustrates how many customers interact with the link and schedule appointments.

Voice Calls

Voice calls are inbound customer calls that are forwarded to assigned agents.  

Popular Products and Features

Explore the features and products our users love.

A built-in calendar tool for effortless appointment scheduling, BookMe allows customers to book meetings directly with agents. Integrated into your email signature or landing page, BookMe supports custom branding and agent-specific pages, ensuring convenient, direct access to representatives​​.
This lightweight CRM solution offers core lead management features like task tracking, follow-up reminders, and automated sequences. CRM Lite consolidates all lead interactions in one dashboard, helping agents to nurture leads efficiently from the first contact through to conversion​​.
ConnectMe Unifies customer communications across SMS, web chat, Facebook Messenger, Google’s Business Messages, and more, allowing agents to respond seamlessly from a single view. This product ensures a consistent customer experience and improves the efficiency of engagement across preferred channels​​.

Web Chat

Engage visitors in real-time with live and automated chat options. Improve response times and enhance customer experience with Botsplash’s seamless web chat feature.

Conversational AI

Automate responses and handle routine queries 24/7. This AI tool boosts engagement, pre-qualifies leads, and supports agents with suggested replies.

Lead Distribution

Distribute leads smartly by routing them to the best available agent. Customizable rules ensure quick response times and increased conversion rates.

Lead Management

Track and engage leads from one dashboard. Botsplash unifies interactions across channels, automates workflows, and personalizes communication to boost conversions.
Case Studies

Showcasing the impact of Botsplash through real results.

What our users say...

Botsplash is a top-notch platform that empowers our Client Engagement Team to manage text and chat leads seamlessly—even transferring mid-conversation to specific loan officers. Beyond chat, it supports SMS, social, and Google Business Profile, enabling real-time live engagement. The Velocify integration and Botsplash's responsive support team have been invaluable, making it easy to meet customers on their terms and strengthen lead relationships at scale.

Koby Luedtke
SVP of Digital Lending
GO Mortgage
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What our users say...

Botsplash has been transformative for Perry Johnson Mortgage Company. The platform’s robust chat features, including mobile apps and seamless Facebook and Google integrations, allow us to connect with clients anywhere. The advanced reporting and real-time monitoring give us actionable insights to enhance client experience and sales. Botsplash has become a trusted partner, consistently helping us deliver top-notch service.

Josh Anderson
President
Perry Johnson Mortgage Company
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What our users say...

Botsplash is essential in our tech stack, especially for SMS, which outperforms native CRM solutions. Over three years as a partner, we've seen Botsplash consistently enhance the user experience. In a challenging mortgage environment, it’s a vital investment that drives contact and conversion. Integrated right, Botsplash is one of the best investments for both our customers and team.

Todd Feager
Divison Manager - Consumer Direct
Top Flite Financial
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